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T2 Partners February Letter to Investors – Includes Full Tilson CNBC Transcript

March 02, 2012 | About:
CanadianValue

CanadianValue

209 followers
T2 Partners' hot start to 2012 cooled a little in February with a decline of 0.9% vs. a gain of 4.3% for the S&P 500.

The letter includes T2’s recap of the Berkshire Hathaway (BRK.A)(BRK.B) earnings report. For my money Tilson is the best source for Berkshire information bar none. He thinks Buffett is pounding the table on the attractiveness of Berkshire’s share price at current levels. Tilson makes this comment:

“Berkshire has never been stronger. Its balance sheet is awash with cash and the company has a diverse and robust collection of exceptional businesses that are collectively generating more than $1 billion per month for Buffett and Munger to allocate."

He pegs intrinsic value at $178,000 per A share with that intrinsic value growing 10% per year. If true, a share price of $120,000 sounds awfully attractive.

T2 Accredited Fund Letter to Investors-Feb 2012

About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 4.0/5 (6 votes)

Comments

itznuthin1
Itznuthin1 - 2 years ago


I can't believe anyone would want to hear what Whitney Tilson has to say. This guy is horrible. I can't believe he's considered a guru. If you want to make money you should do the direct opposite of what Tilson is doing. Literally.

http://www.zerohedge.com/news/anti-tilson-etf-basket-leads-way-early-2012

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